FSHBX vs. FTBFX

In the year-to-date period, FSHBX achieves a 1.53% return, which is significantly lower than FTBFX's 1.61% return. Over the past 10 years, FSHBX has underperformed FTBFX with an annualized return of 1.87%, while FTBFX has yielded a comparatively higher 2.02% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both FSHBX and FTBFX have an expense ratio of 0.45%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Bond Fund (FSHBX) and Fidelity Total Bond Fund (FTBFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FSHBX Sharpe Ratio is 2.65, which is higher than the FTBFX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of FSHBX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSHBX's dividend yield for the trailing twelve months is around 3.78%, less than FTBFX's 4.14% yield.

The maximum FSHBX drawdown since its inception was -6.05%, smaller than the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FSHBX and FTBFX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Short-Term Bond Fund (FSHBX) is 0.61%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.66%. This indicates that FSHBX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.